401(k) · DOL Form 5500 · 2023

Bosque Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
28
Participants Small participant base
56th
Percentile by assets National rank
$321,003
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bosque Bancshares, Inc. · Texas · Finance & Insurance

$9M in assets, 28 participants

Bosque Bancshares, Inc.'s Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $9M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,647 in Finance & Insurance (8,869 peers)

Bosque Bancshares, Inc. multi-year trail

Bosque Bancshares, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions at $9M / 28 participants.

#3,647
in Finance & Insurance (8,869 peers)
+11.1%
assets growth YoY

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's mid-pack asset rank among Finance & Insurance and all filers

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,988,081 Top 44% higher than 56% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from -$575K in the plan year 2022 filing to $897K in the plan year 2023 filing.
  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants rose from 25 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742380786 · Bosque Bancshares, Inc. PY 2023 · 401(k)

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $9M · 28 · 56th

  • EBSA $9M
  • PART 28
  • TYPE 56th
  • NET 401(k)
  • BOOK near Rayser Holdings, Inc. 401(k) Retirement Plan
  • VS-ST ind #3647

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBosque Bancshares, Inc. Empl…$9MRayser Holdings, Inc. 401(k) Retirement PlanRayser Holdings, Inc. 401(k)…$9MVanguard Ems Retirement Savings PlanVanguard Ems Retirement Savi…$9MHinderliter, De Llamas and Associates 401(k) Profit Sharing PlanHinderliter, De Llamas and A…$9MCommunity Heritage Financial 401 (K) PlanCommunity Heritage Financial…$9M
End-of-year total assets ($M) among Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bosque Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bosque Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.316645919241125% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.1M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 25 $8M
2023 1 28 $9M
2024 1 30 $10M

Bosque Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$897K
Employer EIN742380786
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.008988081 · Participants: 28Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rayser Holdings, Inc. 401(k) Retirement Plan in IA ($9M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2023? ▼
Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions grew at a solid clip - up 11.1% during 2023, from $8M to $9M. Reported net income was $897K.
How have Bosque Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosque Bancshares, Inc.'s sponsor-wide assets grew 25.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Rayser Holdings, Inc. 401(k) Retirement Plan in IA ($9M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Bosque Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742380786.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.